Moderna, Inc.
MRNA- Exchange
- Nasdaq
- Industry
- Biological Products, (No Diagnostic Substances)
- SEC CIK
- 0001682852
In the last 90 days, Moderna, Inc. insiders filed 0 open-market purchases and 5 sales; 785 institutions reported holding it in 13F filings for Q2 2026, worth $22.3B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Moderna, Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 887
- +8 vs. Q3 2023
- Shares held
- 257.0M
- +10.4M (+4.2%) vs. Q3 2023
- Total value
- $25.6B
- +$108.5M (+0.4%) vs. Q3 2023
- New holders
- 141
- 269 more added
- Sold out
- 133
- 340 more reduced
13 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MRNA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 785 | $22.3B |
| Q1 2026 | 727 | $15.6B |
| Q4 2025 | 676 | $8.97B |
| Q3 2025 | 646 | $7.11B |
| Q2 2025 | 677 | $8.06B |
| Q1 2025 | 696 | $8.00B |
| Q4 2024 | 750 | $11.5B |
| Q3 2024 | 795 | $17.5B |
| Q2 2024 | 958 | $31.1B |
| Q1 2024 | 904 | $28.1B |
| Q4 2023 | 887 | $25.6B |
| Q3 2023 | 892 | $25.5B |
| Q2 2023 | 970 | $30.2B |
| Q1 2023 | 1,019 | $38.3B |
| Q4 2022 | 1,073 | $44.6B |
| Q3 2022 | 916 | $29.2B |
| Q2 2022 | 984 | $35.0B |
| Q1 2022 | 1,009 | $42.8B |
| Q4 2021 | 1,112 | $62.6B |
| Q3 2021 | 1,146 | $93.6B |
| Q2 2021 | 907 | $53.8B |
| Q1 2021 | 780 | $27.4B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Colonial Trust Co | 302 | $30.0K | 0.01% | −33−9.9% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 300 | $30.0K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 296 | $29.4K | 0.01% | +290+4,833.3% | Added |
| Stone House Investment Management, LLC | 295 | $29.3K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 288 | $28.6K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 280 | $27.8K | 0.01% | −692−71.2% | Reduced |
| Centerpoint Advisors, LLC | 274 | $27.0K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 272 | $27.0K | 0.01% | +272 | New |
| SOA Wealth Advisors, LLC. | 271 | $27.0K | 0.01% | −5−1.8% | Reduced |
| First Pacific Financial | 266 | $26.5K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 266 | $26.5K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 264 | $26.3K | 0.00% | +34+14.8% | Added |
| One River Asset Management, LLC | 247 | $24.6K | 0.01% | −4,761−95.1% | Reduced |
| Deseret Mutual Benefit Administrators | 245 | $24.4K | 0.01% | +42+20.7% | Added |
| Focused Wealth Management, Inc | 244 | $24.3K | 0.00% | +237+3,385.7% | Added |
| Ancora Advisors, LLC | 236 | $23.5K | 0.00% | −70−22.9% | Reduced |
| WealthCollab, LLC | 229 | $22.8K | 0.02% | +229 | New |
| Salomon & Ludwin, LLC | 218 | $22.5K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 220 | $21.9K | 0.00% | −40−15.4% | Reduced |
| Frazier Financial Advisors, LLC | 220 | $21.9K | 0.02% | +220 | New |
| Armstrong Advisory Group, Inc | 212 | $21.1K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 211 | $21.0K | 0.01% | −20−8.7% | Reduced |
| Retirement Group, LLC | 209 | $20.8K | 0.01% | +209 | New |
| Concord Wealth Partners | 204 | $20.3K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 200 | $19.9K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 200 | $19.9K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 200 | $19.9K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 200 | $19.9K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 200 | $19.9K | 0.00% | +200 | New |
| Old Point Trust & Financial Services N A | 200 | $19.9K | 0.01% | +200 | New |
| Truvestments Capital LLC | 200 | $19.9K | 0.01% | +200 | New |
| EdgeRock Capital LLC | 194 | $18.9K | 0.01% | +194 | New |
| CarsonAllaria Wealth Management, Ltd. | 177 | $17.6K | 0.01% | −6−3.3% | Reduced |
| Godsey & Gibb Associates | 176 | $17.5K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 171 | $17.0K | 0.00% | +110+180.3% | Added |
| Disciplina Capital Management LLC | 165 | $16.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 165 | $16.4K | 0.00% | +41+33.1% | Added |
| Cassady Schiller Wealth Management, LLC | 164 | $16.3K | 0.01% | +14+9.3% | Added |
| Pacifica Partners Inc. | 200 | $15.7K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 148 | $14.7K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 146 | $14.5K | 0.01% | +146 | New |
| HM Payson & Co | 141 | $14.0K | 0.00% | −244−63.4% | Reduced |
| Caldwell Trust Co | 137 | $13.6K | 0.00% | −272−66.5% | Reduced |
| Toth Financial Advisory Corp | 135 | $13.4K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 132 | $13.1K | 0.00% | −251−65.5% | Reduced |
| Coston, McIsaac & Partners | 139 | $13.0K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 130 | $12.9K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 130 | $12.9K | 0.00% | +130 | New |
| Clearstead Advisors, LLC | 128 | $12.7K | 0.00% | −208−61.9% | Reduced |
| Venturi Wealth Management, LLC | 127 | $12.6K | 0.00% | +26+25.7% | Added |
| MB, Levis & Associates, LLC | 127 | $12.6K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 125 | $12.4K | 0.00% | −14−10.1% | Reduced |
| Plato Investment Management Ltd | 125 | $12.4K | 0.02% | +125 | New |
| City State Bank | 125 | $12.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 116 | $12.0K | 0.00% | −1−0.9% | Reduced |
| JJJ Advisors Inc. | 119 | $11.8K | 0.00% | −3−2.5% | Reduced |
| Bogart Wealth, LLC | 115 | $11.4K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 113 | $11.2K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 110 | $11.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 104 | $10.3K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 102 | $10.1K | 0.00% | −107−51.2% | Reduced |
| West Branch Capital LLC | 101 | $10.0K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 101 | $10.0K | 0.00% | +43+74.1% | Added |
| McIlrath & Eck, LLC | 100 | $9.95K | 0.00% | −100−50.0% | Reduced |
| Delta Asset Management LLC | 100 | $9.95K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 100 | $9.95K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $9.95K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 100 | $9.95K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 100 | $9.95K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 100 | $9.95K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 95 | $9.45K | 0.00% | −55−36.7% | Reduced |
| Brown Shipley& Co Ltd | 95 | $9.45K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 90 | $8.95K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 90 | $8.95K | 0.01% | +90 | New |
| Ronald Blue Trust, Inc. | 70 | $8.00K | 0.00% | −38−35.2% | Reduced |
| TSFG, LLC | 85 | $8.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 78 | $7.76K | 0.00% | +16+25.8% | Added |
| Cedar Mountain Advisors, LLC | 73 | $7.26K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 70 | $7.06K | 0.35% | −62−47.0% | Reduced |
| Avion Wealth | 66 | $7.00K | 0.00% | +37+127.6% | Added |
| Bell Investment Advisors, Inc | 70 | $6.96K | 0.00% | −24−25.5% | Reduced |
| ICA Group Wealth Management, LLC | 70 | $6.96K | 0.00% | +70 | New |
| Salem Investment Counselors Inc | 65 | $6.46K | 0.00% | −819−92.6% | Reduced |
| Provence Wealth Management Group | 56 | $5.57K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 55 | $5.47K | 0.00% | −40−42.1% | Reduced |
| Insight Financial Services | 55 | $5.47K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 54 | $5.37K | 0.00% | +54 | New |
| Highline Wealth Partners LLC | 54 | $5.37K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 53 | $5.23K | 0.00% | +53 | New |
| Glen Eagle Advisors, LLC | 52 | $5.17K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 50 | $4.97K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 50 | $4.97K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 50 | $4.97K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 50 | $4.97K | 0.00% | +50 | New |
| Chesapeake Asset Management LLC | 50 | $4.97K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 50 | $4.97K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 49 | $4.87K | 0.00% | −125−71.8% | Reduced |
| Abound Wealth Management | 48 | $4.77K | 0.00% | −12−20.0% | Reduced |
| MV Capital Management, Inc. | 47 | $4.67K | 0.00% | −157−77.0% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 46 | $4.58K | 0.00% | +46 | New |